Our People

J. Brian W. Horn, CLU, ChFC
Chairman & CEO

Brian Horn, CLU, ChFC, is Founder, Chairman and CEO of Newport Financial Group, Inc., a nationally recognized comprehensive estate and income tax mitigation firm.  With over 26 years experience Brian enjoys an effective career in tax mitigation, estate and financial planning, insurance, and business management.

Brian is a recognized keynote speaker at industry conferences and client seminars regarding income and estate tax mitigation, insurance and premium finance issues.  He was recognized by and qualified for top honors with many different industry organizations.

In addition, Brian is a Chartered Financial Consultant, Chartered Life Underwriter, Registered Investment Advisor, and holds a Bachelor of Science Degree from California State Polytechnic University at Pomona.  He is a member of the National Association of Insurance and Financial Advisors; serves as Volunteer Chairman of the Toshiba Classic Golf Tournament overseeing its 1,000+ volunteers, and is a member of Newport Beach Country Club. 

Brian resides in Newport Beach, CA with his wife of 26 years, Sheri. They have two daughters Kayleigh 25 and Kendall 22.

Kayleigh Horn
Executive Director, Wealth & Risk Management

As Executive Director of Wealth and Risk Management at Newport Financial Group, Inc. Kayleigh Horn assists families and business owners who are currently in the wealth accumulation stages of their lives and careers. She provides them with a broad range of services and consultation on everything from insurance and succession plans to retirement strategies and health benefits.

Prior to joining Newport Financial Group, Inc., Kayleigh worked as a Financial Representative at one of Fortune 500’s most successful companies, where she trained and excelled in every aspect of financial advisory.

Kayleigh received her Bachelor of Arts degree from Vassar College in New York, where she was the captain of the varsity women’s golf team. She is currently a volunteer chairperson at the Toshiba Senior Classic, as well as an active member of the 552 Club—both of which work to support Hoag Hospital, Presbyterian.

She currently resides in Newport Beach, California.

Sheri Horn
Chief Financial Officer

As Chief Financial Officer of Newport Financial Group, Inc. Sheri Horn holds management responsibilities for the company’s finance, information technology, and business services function.  She reports to the CEO and serves on the company’s executive committee.

Sheri has over 12 years of experience in accounting, business management, insurance, human resources, and employee management.

She currently resides in Newport Beach, California with her husband of 26 years, Brian. They have two daughters Kayleigh 25 and Kendall 22.

 

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